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McDonald's
MCD

Overview Fund Activity

2,979 hedge funds and large institutions have $131B invested in McDonald's in 2023 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 1,219 increasing their positions, 1,149 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,979
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
47.5%
Holding in Top 10
103
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.94%
% of All Funds
1.64%
New
159
Increased
1,219
Reduced
1,149
Closed
137
Calls
$2.1B
Puts
$1.91B
Net Calls
+$192M
Net Calls Change
-$603M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$208M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$207M
3
Bank of America
Bank of America
North Carolina
+$204M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$168M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$604M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$298M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$268M
4
AIM
Alphinity Investment Management
Australia
-$243M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIFAIM
2326
American Institute for Advanced Investment Management
Arizona
$393K +$25K +95 +7%
HP
2327
Hyperion Partners
Pennsylvania
$391K -$2.37K -9 -0.6%
6F
2328
626 Financial
Michigan
$391K – – –
CAP
2329
Columbia Advisory Partners
Washington
$390K – – –
AFG
2330
Atomi Financial Group
New York
$390K -$2.9K -11 -0.7%
MWP
2331
Meredith Wealth Planning
Illinois
$389K +$12.1K +46 +3%
AWAP
2332
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$389K – – –
SAM
2333
Summit Asset Management
Tennessee
$388K +$263 +1 +0.1%
NFW
2334
Noble Family Wealth
Florida
$387K +$5.27K +20 +1%
SIM
2335
SSI Investment Management
California
$387K -$3.95K -15 -1%
BHCM
2336
Brevan Howard Capital Management
Jersey
$386K +$386K +1,466 New
WHCI
2337
W.H. Cornerstone Investments
Massachusetts
$386K +$109K +414 +39%
LWM
2338
Lodestone Wealth Management
Washington
$386K +$46.9K +178 +14%
PWA
2339
Providence Wealth Advisors
Illinois
$385K – – –
DE
2340
Day & Ennis
Georgia
$385K -$165K -626 -30%
CAM
2341
Concorde Asset Management
Michigan
$384K -$17.9K -68 -4%
QPWM
2342
Quadrant Private Wealth Management
Pennsylvania
$384K -$68.5K -260 -15%
NCM
2343
Novare Capital Management
North Carolina
$383K – – –
NPPM
2344
North Point Portfolio Managers
Ohio
$383K – – –
AW
2345
Alaethes Wealth
Nevada
$383K -$790 -3 -0.2%
WCM
2346
Wallace Capital Management
Texas
$382K +$527 +2 +0.1%
PCM
2347
Poehling Capital Management
Wisconsin
$382K +$30K +114 +9%
HCC
2348
Hirtle Callaghan & Co
Pennsylvania
$382K -$145K -550 -28%
TA
2349
TrueWealth Advisors
Alabama
$381K +$5.53K +21 +1%
SPWG
2350
Sage Private Wealth Group
Illinois
$381K +$8.7K +33 +2%
92 93
94
95 96